Core Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $205K | Sell |
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|
2025
Q1 | $550K | Buy |
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|
2024
Q4 | $572K | Sell |
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|
2024
Q3 | $554K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $606K | Buy |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $358K | Buy |
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